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Bernard Wealth Management’s Colgate-Palmolive CL Stock Holding History

Bernard Wealth Management’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.1K Hold
400
– – 0.01% 152
2025
Q4 		$31.6K Hold
400
– – 0.01% 151
2025
Q3 		$32K Hold
400
– – 0.01% 152
2025
Q2 		$36.4K Hold
400
– – 0.02% 141
2025
Q1 		$37.5K Hold
400
– – 0.02% 141
2024
Q4 		$36.4K Buy
+400
New +$38.2K 0.02% 141

Other funds holding CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bernard Wealth Management's CL Position: Q1 2026 in Review

Bernard Wealth Management held its Colgate-Palmolive (CL) position steady in Q1 2026 at 400 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #152.

Bernard Wealth Management first reported a position in CL in Q4 2024 and has held it in 6 quarters since. The position peaked at $37.5K in Q1 2025. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Bernard Wealth Management held 400 shares of Colgate-Palmolive worth $34.1K as of Q1 2026.
  • Bernard Wealth Management left its Colgate-Palmolive share count unchanged in Q1 2026.
  • Colgate-Palmolive made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #152 holding.
  • Bernard Wealth Management first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Colgate-Palmolive position peaked at $37.5K in Q1 2025.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.